See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,162 | $102,317-62.7% | $146,958-74.0% | $80,856-52.8% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 13.69% | 134.76%-121.1pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,804 | $3,713-51.4% | $4,933-63.4% | $2,755-34.5% |
| Participant deferral / active EE | $3,874 | $6,644-41.7% | $8,070-52.0% | $4,296-9.8% |
| Admin fee / account holder | $2,627 | $7,941-66.9% | $12,998-79.8% | $6,918-62.0% |